PIE Institutional Ownership & Shareholders
INVESCO DORSEY WRIGHT EMERGI (PIE) is currently held by 70 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $192.97M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of PIE tracked by InsiderSet, reporting ownership valued at approximately $43.58M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $40.78M, representing an estimated loss of -6.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed PIE value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in INVESCO DORSEY WRIGHT EMERGI (PIE).
This page ranks the largest institutional PIE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
70
Total Reported Value
$192.97M
Largest Holder
Morgan Stanley
Largest Position
$43.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
84
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,304,836 | $43,575,292 | $40,784,476 | -$2,790,816 | -6.40% | |
| Raymond James Financial Inc | 0.01% | 1,080,260 | $36,075,475 | $33,765,039 | -$2,310,436 | -6.40% | |
| Wells Fargo & Company/Mn | 0.01% | 878,802 | $29,347,753 | $27,468,187 | -$1,879,566 | -6.40% | |
| Newsquare Capital Llc | 0.90% | 361,283 | $12,065,118 | $11,292,406 | -$772,712 | -6.40% | |
| Lpl Financial Llc | 0.00% | 294,694 | $9,841,363 | $9,211,074 | -$630,289 | -6.40% | |
| Royal Bank Of Canada | 0.00% | 264,917 | $8,847,000 | $8,280,352 | -$566,648 | -6.40% | |
| Maltin Wealth Management, Inc. | 2.07% | 184,775 | $6,295,221 | $5,775,401 | -$519,820 | -8.26% | |
| Ubs Group Ag | 0.00% | 172,957 | $5,775,899 | $5,406,013 | -$369,886 | -6.40% | |
| Wagner Wealth Management, Corp | 3.32% | 124,381 | $4,237,611 | $3,887,702 | -$349,909 | -8.26% | |
| Prospera Financial Services Inc | 0.06% | 115,122 | $3,844,304 | $3,598,299 | -$246,005 | -6.40% | |
| Envestnet Asset Management Inc | 0.00% | 75,968 | $2,536,950 | $2,374,486 | -$162,464 | -6.40% | |
| Private Advisory Group Llc | 0.12% | 65,385 | $2,183,541 | $2,043,700 | -$139,841 | -6.40% | |
| Nbc Securities, Inc. | 0.15% | 63,412 | $2,160,421 | $1,982,031 | -$178,390 | -8.26% | |
| Stifel Financial Corp | 0.00% | 59,151 | $1,975,275 | $1,848,847 | -$126,428 | -6.40% | |
| &Partners | 0.01% | 50,699 | $1,693,336 | $1,584,668 | -$108,668 | -6.42% | |
| Jane Street Group, Llc | 0.00% | 43,775 | $1,461,875 | $1,368,249 | -$93,626 | -6.40% | |
| Pfg Investments, Llc | 0.05% | 40,343 | $1,347,270 | $1,260,977 | -$86,293 | -6.41% | |
| Mml Investors Services, Llc | 0.00% | 39,289 | $1,312,054 | $1,228,033 | -$84,021 | -6.40% | |
| Morganrosel Wealth Management, Llc | 0.43% | 37,894 | $1,265,478 | $1,184,430 | -$81,048 | -6.40% | |
| Trueblood Wealth Management, Llc | 0.37% | 30,835 | $1,050,527 | $963,791 | -$86,736 | -8.26% | |
| Del-Sette Capital Management, Llc | 0.58% | 29,433 | $1,002,778 | $919,970 | -$82,808 | -8.26% | |
| Equitable Holdings, Inc. | 0.01% | 29,096 | $971,671 | $909,436 | -$62,235 | -6.40% | |
| Private Advisor Group, Llc | 0.00% | 24,110 | $805,168 | $753,592 | -$51,576 | -6.41% | |
| National Bank Of Canada | 0.00% | 21,095 | $702,885 | $659,354 | -$43,531 | -6.19% | |
| Janney Montgomery Scott Llc | 0.00% | 18,171 | $607,000 | $567,960 | -$39,040 | -6.43% | |
| Old Mission Capital Llc | 0.02% | 18,152 | $606,189 | $567,366 | -$38,823 | -6.40% | |
| Jones Financial Companies Lllp | 0.00% | 18,683 | $604,077 | $583,963 | -$20,114 | -3.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,516 | $596,750 | $547,487 | -$49,263 | -8.26% | |
| Fifth Third Bancorp | 0.00% | 17,600 | $587,755 | $550,113 | -$37,642 | -6.40% | |
| Susquehanna International Group, Llp | 0.00% | 17,321 | $578,438 | $541,392 | -$37,046 | -6.40% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 16,995 | $567,537 | $531,203 | -$36,334 | -6.40% | |
| Ep Wealth Advisors, Llc | 0.00% | 14,963 | $499,692 | $467,690 | -$32,002 | -6.40% | |
| Davenport & Co Llc | 0.00% | 13,947 | $475,164 | $435,933 | -$39,231 | -8.26% | |
| Barometer Capital Management Inc. | 0.13% | 14,000 | $467,532 | $437,590 | -$29,942 | -6.40% | |
| Blair William & Co/Il | 0.00% | 13,350 | $445,826 | $417,273 | -$28,553 | -6.40% | |
| Steinberganna Wealth Management | 0.19% | 13,059 | $444,921 | $408,177 | -$36,744 | -8.26% | |
| Iht Wealth Management, Llc | 0.01% | 12,529 | $418,402 | $391,611 | -$26,791 | -6.40% | |
| Kingsview Wealth Management, Llc | 0.01% | 12,443 | $415,547 | $388,923 | -$26,624 | -6.41% | |
| Gts Securities Llc | 0.01% | 11,921 | $398,102 | $372,608 | -$25,494 | -6.40% | |
| Onedigital Investment Advisors Llc | 0.00% | 11,207 | $374,260 | $350,290 | -$23,970 | -6.40% | |
| Nicholson Wealth Management Group, Llc | 0.22% | 10,919 | $364,640 | $341,289 | -$23,351 | -6.40% | |
| Cetera Investment Advisers | 0.00% | 10,533 | $351,752 | $329,224 | -$22,528 | -6.40% | |
| Benjamin Edwards Inc | 0.00% | 10,044 | $335,465 | $313,939 | -$21,526 | -6.42% | |
| Stonex Group Inc. | 0.01% | 10,027 | $334,620 | $313,408 | -$21,212 | -6.34% | |
| Advisory Services Network, Llc | 0.00% | 9,802 | $327,354 | $306,375 | -$20,979 | -6.41% | |
| Ewa, Llc | 0.06% | 9,405 | $314,082 | $293,966 | -$20,116 | -6.40% | |
| Newedge Advisors, Llc | 0.00% | 8,623 | $287,964 | $269,524 | -$18,440 | -6.40% | |
| Creative Planning | 0.00% | 7,964 | $271,314 | $248,926 | -$22,388 | -8.25% | |
| Integrated Wealth Concepts Llc | 0.00% | 8,020 | $267,828 | $250,676 | -$17,152 | -6.40% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 7,522 | $251,199 | $235,111 | -$16,088 | -6.40% |
Frequently asked questions about PIE
Who are the largest institutional holders of PIE?
The largest institutional holders of PIE reported in the latest SEC Form 13F filings include Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/Mn, Newsquare Capital Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported PIE position.
What is PIE institutional ownership?
This page tracks PIE positions reported by institutional investment managers through SEC Form 13F. INVESCO DORSEY WRIGHT EMERGI (PIE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PIE?
InsiderSet currently tracks 70 institutional managers reporting PIE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PIE shareholders.
How much PIE stock do institutions own?
Institutional investment managers disclosed approximately $192.97M in PIE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PIE institutional ownership last updated?
The latest PIE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PIE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PIE position after the reporting date.
Are institutions buying or selling PIE?
Institutional buying and selling can be analyzed by comparing PIE positions across consecutive 13F reporting periods. InsiderSet's PIE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PIE ownership changes.
How has PIE institutional ownership changed over time?
InsiderSet tracks PIE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.